Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowThanks for joining our growing family here in the Community, Jared.
I'm glad you've chosen QuickBooks Desktop to help manage your finances. I also appreciate the detailed information you shared. Let me provide some insights about setting up inventories.
For a company with a large inventories like yours, it's important to organize and track the stocks correctly. Based on the screenshot, you're doing the right thing.
Though you're able to customize and add the fields in the Item List, they won't flow on the invoices. You'll want to create a new invoice template specifically to the transactions you need.
Here's how:
Check out this article for more information:
Use and customize form templates
Once you create an invoice, make sure to select the template you've added (see screenshot below). To do so:
By doing the steps above, your employees should be able to use a uniform naming structure. Additionally, since you've already customized the Items list, the columns and details you've added will retain regardless if you close or reopen the program.
You're doing things right and that's commendable for a first-time-user like you. The Community has got your back, and we are always here to help with whatever QuickBooks issues that may arise in the future.
This is a great avenue to interact with accountants and other users who are always there to lend a hand. Don't hesitate to reach back to me if you have questions with the process. I'll be around, anytime!